UnitedHealth Group Inc

UNH

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0000731766

SEC filings (opens in a new tab)

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.

13F holders, Q2 2023

Institutional positions in UnitedHealth Group Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 3,137; +46 vs. Q1 2023
Shares held: 808.2M; −70.5M (−8.0%) vs. Q1 2023
Total value: $388.4B; +$4.95B (+1.3%) vs. Q1 2023
New holders: 168; 1,452 more added
Sold out: 122; 1,180 more reduced

24 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 3,137 institutions

Value heldQ2 2023: $388.4B

Institutions holding UNH and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,394	$325.1B
Q1 2026	3,055	$202.4B
Q4 2025	3,312	$248.2B
Q3 2025	3,169	$253.5B
Q2 2025	3,186	$241.1B
Q1 2025	3,614	$424.3B
Q4 2024	3,685	$409.5B
Q3 2024	3,477	$474.6B
Q2 2024	3,407	$411.9B
Q1 2024	3,385	$398.9B
Q4 2023	3,422	$428.0B
Q3 2023	3,145	$407.5B
Q2 2023	3,137	$388.4B
Q1 2023	3,115	$383.6B
Q4 2022	3,160	$434.2B
Q3 2022	2,999	$413.5B
Q2 2022	2,965	$422.0B
Q1 2022	2,966	$418.3B
Q4 2021	2,909	$413.9B
Q3 2021	2,573	$321.7B
Q2 2021	2,592	$330.1B
Q1 2021	2,516	$307.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2023.

Institutions holding UNH in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Macroview Investment Management LLC	0	$12	0.00%	0	New
Providence Capital Advisors, LLC	1	$481	0.00%	−3−75.0%	Reduced
LMR Partners LLP	2	$961	0.00%	+2	New
VitalStone Financial, LLC	5	$2.00K	0.00%	−36−87.8%	Reduced
CGC Financial Services, LLC	5	$2.40K	0.00%	+5	New
Cedar Wealth Management, LLC	6	$2.88K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	6	$2.88K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$2.88K	0.00%	+6	New
McMillion Capital Management Inc	8	$3.85K	0.00%	+8	New
Magnolia Capital Management Ltd	8	$4.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	8	$4.00K	0.00%	00.0%	Unchanged
DSM Capital Partners LLC	9	$4.33K	0.00%	−303,699−100.0%	Reduced
PayPay Securities Corp	11	$5.29K	0.32%	−6−35.3%	Reduced
Knuff & Co LLC	11	$5.29K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	13	$6.25K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	15	$7.21K	0.00%	−29−65.9%	Reduced
Fairfield, Bush & Co.	15	$7.21K	0.00%	+15	New
Truvestments Capital LLC	16	$7.69K	0.00%	00.0%	Unchanged
Longfellow Investment Management Co LLC	16	$7.69K	0.00%	+2+14.3%	Added
Kathleen S. Wright Associates Inc.	17	$8.17K	0.01%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	18	$8.51K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	18	$8.65K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	20	$9.61K	0.00%	00.0%	Unchanged
Foster Dykema Cabot & Co Inc	20	$10.0K	0.00%	+20	New
Global Wealth Strategies & Associates	21	$10.1K	0.00%	00.0%	Unchanged
Morgan Dempsey Capital Management LLC	24	$11.5K	0.00%	00.0%	Unchanged
Northwest Bank & Trust Co	24	$11.5K	0.01%	+24	New
AlphaMark Advisors, LLC	25	$12.0K	0.01%	+25	New
Godsey & Gibb Associates	25	$12.0K	0.00%	+25	New
JDM Financial Group LLC	26	$12.5K	0.01%	00.0%	Unchanged
Country Trust Bank	27	$13.0K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	483	$13.4K	0.06%	+10+2.1%	Added
Ranger Investment Management, L.P.	30	$14.4K	0.00%	00.0%	Unchanged
Insight Financial Services	33	$16.2K	0.04%	00.0%	Unchanged
Trust Co	35	$16.8K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	36	$17.3K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	42	$20.2K	0.01%	00.0%	Unchanged
DB Wealth Management Group, LLC	44	$21.1K	0.01%	00.0%	Unchanged
Impact Partnership Wealth, LLC	46	$22.1K	0.01%	+46	New
Pacifica Partners Inc.	49	$23.1K	0.01%	00.0%	Unchanged
Chelsea Counsel Co	50	$24.0K	0.01%	00.0%	Unchanged
Red Tortoise LLC	51	$24.5K	0.02%	00.0%	Unchanged
25 LLC	55	$24.6K	0.01%	−1−1.8%	Reduced
Pflug Koory, LLC	52	$25.0K	0.01%	00.0%	Unchanged
Kelly Financial Services LLC	54	$25.9K	0.01%	+10+22.7%	Added
Rational Advisors LLC	56	$26.9K	0.00%	−5,606−99.0%	Reduced
Knott David M Jr	57	$27.0K	0.01%	00.0%	Unchanged
Rise Advisors, LLC	56	$27.0K	0.02%	−20−26.3%	Reduced
O'Brien Wealth Partners LLC	57	$27.4K	0.01%	−21−26.9%	Reduced
DecisionPoint Financial, LLC	57	$27.4K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	57	$27.4K	0.01%	+3+5.6%	Added
Cranbrook Wealth Management, LLC	60	$28.8K	0.01%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	61	$29.3K	0.01%	00.0%	Unchanged
Delos Wealth Advisors, LLC	65	$31.2K	0.04%	00.0%	Unchanged
Belmont Capital, LLC	65	$31.2K	0.02%	+17+35.4%	Added
XY Capital Ltd	70	$33.6K	0.06%	+70	New
Investors Research Corp	71	$34.1K	0.01%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	74	$36.5K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	79	$38.3K	0.03%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	81	$38.9K	0.03%	00.0%	Unchanged
WFA of San Diego, LLC	81	$38.9K	0.04%	+81	New
Cedar Mountain Advisors, LLC	83	$39.9K	0.01%	+2+2.5%	Added
Clear Investment Research, LLC	87	$42.0K	0.07%	+11+14.5%	Added
Creative Capital Management Investments LLC	88	$42.3K	0.03%	−107−54.9%	Reduced
PFG Private Wealth Management, LLC	91	$43.7K	0.03%	00.0%	Unchanged
Grayhawk Investment Strategies Inc.	94	$45.2K	0.03%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	98	$47.1K	0.02%	+98	New
Beaird Harris Wealth Management, LLC	100	$48.1K	0.01%	00.0%	Unchanged
Horizons Wealth Management	100	$48.3K	0.03%	+100	New
O'Dell Group, LLC	103	$49.5K	0.01%	+103	New
Solstein Capital, LLC	104	$50.0K	0.04%	+6+6.1%	Added
Bromfield Sneider Wealth Advisors	105	$50.5K	0.04%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	112	$53.9K	0.03%	−109−49.3%	Reduced
Financial Synergies Wealth Advisors, Inc.	117	$56.2K	0.01%	−4−3.3%	Reduced
Norwood Financial Corp	119	$57.2K	0.09%	+84+240.0%	Added
Ogorek Anthony Joseph	121	$58.0K	0.02%	00.0%	Unchanged
Level Financial Advisors, Inc.	121	$58.2K	0.03%	+31+34.4%	Added
Ruedi Wealth Management, Inc.	121	$58.2K	0.03%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	122	$58.6K	0.03%	00.0%	Unchanged
Bellevue Asset Management, LLC	122	$58.6K	0.04%	00.0%	Unchanged
Operose Advisors LLC	124	$59.6K	0.03%	00.0%	Unchanged
West Oak Capital, LLC	125	$60.1K	0.03%	00.0%	Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	126	$60.6K	0.03%	+126	New
Halpern Financial, Inc.	127	$61.0K	0.02%	+27+27.0%	Added
Chesapeake Asset Management LLC	127	$61.4K	0.06%	00.0%	Unchanged
Guardian Wealth Management, Inc.	128	$61.5K	0.06%	00.0%	Unchanged
Johnson Midwest Financial, LLC	130	$62.2K	0.06%	−3−2.3%	Reduced
Nalls Sherbakoff Group, LLC	130	$63.3K	0.06%	00.0%	Unchanged
Legend Financial Advisors, Inc.	135	$64.9K	0.05%	00.0%	Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	145	$69.7K	0.41%	+145	New
Northwest Capital Management Inc	145	$69.7K	0.03%	+145	New
Roble, Belko & Company, Inc	146	$70.0K	0.01%	00.0%	Unchanged
Retirement Group, LLC	146	$70.2K	0.03%	00.0%	Unchanged
Exchange Traded Concepts, LLC	152	$73.1K	0.00%	−36−19.1%	Reduced
Bay Harbor Wealth Management, LLC	153	$73.5K	0.03%	−12−7.3%	Reduced
Global Wealth Management Investment Advisory, Inc.	153	$73.5K	0.02%	+153	New
IAG Wealth Partners, LLC	156	$75.0K	0.02%	−39−20.0%	Reduced
Gleason Group, Inc.	156	$75.1K	0.02%	00.0%	Unchanged
Pacific Center for Financial Services	162	$77.9K	0.03%	00.0%	Unchanged
Coston, McIsaac & Partners	163	$78.0K	0.03%	00.0%	Unchanged